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Algert Global LLC
Peter Michael Algert · Hedge Fund · Quant/Systematic
Algert Global LLC is a San Francisco-based systematic investment management firm founded in 2002 by Dr. Peter Algert. The firm specializes in active equity strategies, including long-only, active extension, and global market neutral absolute return approaches, managing approximately $9.6 billion for institutional clients. Algert Global's investment process is rooted in the belief that behavioral and cognitive biases among market participants create persistent pricing discrepancies. To capture these opportunities, the firm leverages modern data science, machine learning, and an expansive set of traditional and alternative data to generate differentiated alpha. The institution is employee-owned and has a long history of applying quantitative techniques to fundamental equity investing, tracing its DNA back to the early pioneers of the quantitative field at UC Berkeley and BARRA.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +112.3% |
| YTD return | +47.9% |
| Sharpe ratio | 4.51 |
| Win rate | 48% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://algertglobal.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SNDK | Sandisk Corp | 19.7% | +103.1% |
| JXN | Jackson Financial Inc | 5.7% | +8.2% |
| NVDA | NVIDIA Corporation | 5.3% | +19.0% |
| MSFT | Microsoft Corporation | 5.3% | +23.1% |
| AAPL | Apple Inc | 5.1% | +17.3% |
| MOG-A | Moog Inc | 4.7% | +9.5% |
| WWD | Woodward Inc | 4.3% | -1.2% |
| MRNA | Moderna Inc | 4.3% | +5.5% |
| BCPC | Balchem Corporation | 4.3% | -5.2% |
| BGC | BGC Group Inc. | 4.2% | +2.5% |
| TPC | Tutor Perini Corporation | 4.0% | -3.2% |
| DT | Dynatrace Holdings LLC | 3.9% | +21.5% |
| SF | Stifel Financial Corporation | 3.8% | +0.7% |
| GOOGL | Alphabet Inc Class A | 3.8% | -10.3% |
| ENS | Enersys | 3.7% | +1.1% |
| CWK | Cushman & Wakefield plc | 3.7% | -6.8% |
| POR | Portland General Electric Co | 3.6% | -1.7% |
| SNX | Synnex Corporation | 3.6% | +9.4% |
| MSGE | Madison Square Garden Entertainment Corp | 3.6% | -9.0% |
| APG | Api Group Corp | 3.6% | -8.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | MOG-A | 5.4% → 4.7% |
| Aug 31, 2026 | BUY | GOOGL | 3.7% → 3.8% |
| Aug 31, 2026 | BUY | BGC | 3.7% → 4.2% |
| Aug 31, 2026 | SELL | APG | 3.8% → 3.6% |
| Aug 31, 2026 | BUY | TPC | 4.0% → 4.0% |
Investment Style Analysis
Algert Global LLC is widely recognized for employing a Quant/Systematic strategy. As of Sep 4, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Computer Hardware and Aerospace & Defense sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Algert Global LLC made a significant move by reducing the position in MOG-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Algert Global’s investment philosophy is built on the premise that equity markets are not fully efficient because human investors are subject to well-documented behavioral and cognitive biases. These biases lead to systematic mis-pricings in areas such as relative value, earnings sustainability (quality), and the reaction to new information (catalysts). The firm seeks to exploit these inefficiencies by combining fundamental economic insights with a disciplined, repeatable, and systematic stock selection process. By utilizing data science and ensemble modeling methods, Algert Global aims to identify stocks with attractive characteristics relative to their peers while maintaining a diversified portfolio with controlled exposure to common risk factors. Their approach emphasizes proprietary factor research and implementation skill to achieve returns that are independent of broad market beta.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Algert Global LLC.
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Frequently asked questions
How is the simulated portfolio for Algert Global LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Algert Global LLC's largest holding?
As of the latest filing, Algert Global LLC's top position is Sandisk Corp (SNDK), representing 19.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Algert Global LLC's historical performance and risk profile?
Our simulation indicates a total return of +112.3% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 4.51, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Algert Global LLC primarily invest in?
Algert Global LLC has a strong preference for the Computer Hardware sector, which makes up 19.7% of their disclosed assets. The portfolio also has exposure to Aerospace & Defense, indicating a specific thematic focus.
Is Algert Global LLC's portfolio concentrated or diversified?
Algert Global LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Algert Global LLC performed in 2026?
Our AI-simulated model portfolio for Algert Global LLC tracks a Year-to-Date (YTD) return of +47.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter Michael Algert manage Algert Global LLC directly?
Yes, Peter Michael Algert serves as the key portfolio manager for Algert Global LLC, overseeing the investment strategy and final capital allocation decisions.